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Michael S. McAvoy
Michael S. McAvoy
Financial Advisor
Financial Planning Associate
8888 East Pinnacle Peak Road
Scottsdale, AZ 85255
tel: 480-502-6083
toll free: 800-259-8946
fax: 480-502-4837
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Pinnacle Peak Chamber of Commerce
    Treasurer
    Scottsdale, AZ
  • Project We Remember.Org
    Advisor - Non Profit
    Phoenix, AZ
  • North Scottsdale Chamber of Commerce - Scottsdale AZ
  • Glendale Chamber of Commerce - Glendale Az
Education and Licensing
  • Series 7 - General Securities Representative, 2005
  • Series 63 - Uniform State Exam, 2005
  • Series 65 - Investment Advisory Agent, 2007
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Business Planning
  • Cash Management
  • Women and Company®
  • Education Planning
  • Investment Policy Statements
  • 401k Rollovers
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Scottsdale, AZ
  • 2005 - 2007: M.S. Howell & Co.
    Senior Relationship Manager & Prime Brokerage Sales Manager
    Scottsdale, AZ
  • 2001 - 2005: Bear Stearns
    Associate Director Prime Brokerage
    New York City, NY
  • 1997 - 2001: ING/Furman Selz Prime Brokerage Relationship Manager
Bulletin Board
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
  • Please contact us for a Complimentary Portfolio Review.
Michael S. McAvoy is licensed in the following state(s): AZ, CA, IA, ID, MA, NC, NJ, NY, OR
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Retirement Workbook (pdf)
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